The following video is part of our "Motley Fool Conversations" series, in which we talk about topics around the investing world. This time, Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova talks about the one number Intel
The world's leading chipmaker is in a worldwide struggle with ARM Holdings
Worse, years of efforts to promote its small-scale Atom designs haven't swayed smartphone makers away from ARM. Lenovo and Motorola Mobility won't have smartphones using Intel chips until the second quarter, while computer partner Apple
But the big battle is still to come. Just as Intel is spending billions to get its chips embedded in handsets and tablets, ARM is making a play for the PC market and already counts Microsoft
Although Intel and ARM grab headlines, they aren't the only ones profiting from a worldwide shift to mobile computing. Another company is equally well positioned. You might even call it a multibagger in the making.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple at the time of publication. Check out Tim's Web home, portfolio holdings, and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
The Motley Fool owns shares of Intel, Microsoft, and Apple. Motley Fool newsletter services have recommended buying shares of Intel, Microsoft, and Apple and creating bull call spread positions in Microsoft and Apple. The Motley Fool has a disclosure policy. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days.